Purchases and Sales Made in Q1 2025 in Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES MSCI GLO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-365- 70.06% |
$25.4K - $27.9K
|
156
$11.7K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-409- 3.93% |
$28.5K - $31.2K
|
10K
$749K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-614- 12.19% |
$42.8K - $46.9K
|
4.42K
$331K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-979- 10.72% |
$68.2K - $74.7K
|
8.16K
$610K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-997- 13.57% |
$69.4K - $76.1K
|
6.35K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.14K- 26.37% |
$79K - $86.6K
|
3.17K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.22K- 15.81% |
$84.8K - $93K
|
6.49K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 12.54% |
$85K - $93.2K
|
8.52K
$637K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.44K- 30.83% |
$100K - $110K
|
3.24K
$242K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.71K- 79.68% |
$119K - $130K
|
435
$32.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.87K- 18.02% |
$130K - $143K
|
8.52K
$637K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.15K- 20.82% |
$150K - $164K
|
8.17K
$612K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.68K- 11.36% |
$256K - $281K
|
28.7K
$2.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.18K- 41.37% |
$361K - $395K
|
7.34K
$549K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-5.41K- 63.19% |
$377K - $413K
|
3.15K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.23K- 15.85% |
$434K - $476K
|
33.1K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.03K- 37.82% |
$559K - $613K
|
13.2K
$987K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.5K- 17.43% |
$732K - $802K
|
49.8K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.4K- 38.09% |
$792K - $868K
|
18.5K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.7K- 65.04% |
$1.02M - $1.12M
|
7.91K
$592K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-17.1K- 35.08% |
$1.19M - $1.31M
|
31.7K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.3K- 62.78% |
$1.35M - $1.48M
|
11.5K
$858K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-20.2K- 39.07% |
$1.41M - $1.54M
|
31.5K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.3K- 85.35% |
$2.25M - $2.47M
|
5.55K
$415K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-76.3K- 74.08% |
$5.32M - $5.83M
|
26.7K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-93.9K- 87.07% |
$6.54M - $7.17M
|
13.9K
$1.04M
|